Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
ENTERPRISE BANK & TRUST3 years Service code 27 · EIN 43-1472619 | Advisory (Plan) | $54,580 |
Service code 37 · EIN 04-2647786 | Loan Processing | $18,181 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,955 | $81,557+0.5% | $123,973-33.9% | $65,191+25.7% |
| Participation rate | 65.2% | 77.8%-12.6pp | 76.7%-11.4pp | 63.0%+2.2pp |
| Annual return | 12.53% | 11.45%+1.1pp | 388.13%-375.6pp | 51.24%-38.7pp |
| Employer contribution / active EE | $1,686 | $4,637-63.6% | $4,126-59.1% | $2,400-29.8% |
| Participant deferral / active EE | $5,548 | $2,628+111.2% | $5,247+5.7% | $2,671+107.7% |
| Admin fee / account holder | $236 | $1,040-77.3% | $11,799-98.0% | $907-74.0% |